Will Fact Find

Thank you for choosing Thornton Jones Solicitors for your Will. In order for us to proceed we require some information from you. Please fill out the form below and press ‘Submit’ to give us some information about you, your assets and your liabilities (please note that valuations do not have to be exact). This information will help us advise you what to consider when making your Will.

First we need some information about you

Who is your appointment with?(Required)

What date is your appointment?(Required)

What is your full name (please give details of any other names which you may be known by)?(Required)

What is your date of birth?(Required)

What is your email address?(Required)

What is your phone number?(Required)

What is your home address?(Required)

Do you have any current health issues? If yes, please confirm current health issues below(Required)

What is your marital status?(Required)

Do you have any children? What are their full names and ages (if applicable)?(Required)

Do you have any other financial dependents such as step-children? If yes please provide details.

Are you a UK resident? If no please give details.(Required)

Do you have a Will currently? If yes please provide a copy.(Required)

Copy of Your Will

Accepted file types: doc, docx, pdf, Max. file size: 512 MB.

If you do have a Will, where is this Will held? If it is with a solicitor, please provide their contact details.(Required)

Next we need some information about your home

Do you own your own home?(Required)

Is your home in sole or joint names? If joint, who with?(Required)

Do you have a mortgage/borrowing secured on your home?(Required)

What is the value of your home?(Required)

Do you own any other property or land? If yes, please provide the value and details of ownership and any mortgage.

Now we need to know about your assets and trusts

Do you own any land or have any other assets in a foreign country?(Required)

If yes, have you made a separate Will in that foreign country? If so please provide us with a copy.

Do you have any business assets? If yes please provide details.

Do you have any agricultural assets? If yes please provide details.

Please give details of your assets including valuable personal effects, savings accounts, shareholdings, life policies and other investments.(Required)

Are you the beneficiary of a Trust or have you set up any trusts yourself? If Yes, please give details.

We also need to know about your funeral plans

Do you have a funeral plan? If yes please provide details.

Do you want any specific funeral wishes to be included in your Will? If Yes, please give brief details.

Might there a potential claim to your estate after you die?

Do you intend on exclude close family members/dependants from benefit under your Will? If Yes, please give details.

Enduring / Lasting Powers of Attorney

Have you made an Enduring and/or Lasting Power of Attorney? If No, please indicate if you would like some further information.(Required)

Finally we needs some additional details

Please use the box below to provide us with full names and addresses of people who will be included in your Will and details of any specific issues or concerns you would like to discuss when we meet.

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Name

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First we need some information about you

Next we need some information about your home

Now we need to know about your assets and trusts

We also need to know about your funeral plans

Might there a potential claim to your estate after you die?

Enduring / Lasting Powers of Attorney

Finally we needs some additional details

Are you moving house? Do you need a conveyancing quote?

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